Laurie Belew is a CFP® professional with 16 years of industry experience, currently serving at Cerity Partners LLC since 2022. Prior to joining Cerity, she worked at FJY Financial from 2006 to 2022. Outside of her advisory role, she is involved as secretary for family-run businesses engaged in farming, oil royalties, and various investments. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base including individuals, families, institutions, and corporations, offering customized portfolio management with a focus on diversified asset allocation and access to alternative and private-market investments.

Aaron Curry is a CFP® professional with 12 years of experience in financial advisory roles. He is currently with Cerity Partners LLC and has held previous positions at Private Wealth Asset Management, Peoples Bank, The Huntington Investment Company, Citizens Bank, and KEYBANK. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation and manager selection using proprietary quantitative screens alongside third-party managers and individual securities.

Grace Dewees is a CFP® affiliated with Cerity Partners LLC in Midland, TX. She has been with Cerity Partners since 2023 and has prior work experience in various customer service and resource-oriented roles. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, and offers a range of services from portfolio management to retirement plan consulting and access to private-market investments.

Joe Basham Jr. is a financial advisor at SPC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SPC and Parkland Securities since 2014, with a brief tenure at Royal Alliance in 2017. Outside of his advisory work, he owns Basham Financial Group and holds appointments to sell life, health, annuities, disability, and long-term care insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management tailored to client suitability.

Thomas Coke is a financial advisor at &PARTNERS with 35 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Edward D. Jones & Co., L.P. for 34 years before joining &PARTNERS in 2024. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management and financial planning services through a combination of proprietary and third-party strategies, using both discretionary and non-discretionary approaches.

Lucy Herrera is a financial advisor with Truist Advisory Services holding a Series 66 designation and has been associated with the Truist organization since 2012. She is based in Odessa, TX, and has experience across various Truist entities over more than a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, plan sponsor fiduciary support, and manager selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Nicklaus Webster is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to Edward Jones, he worked at Distribution NOW and About Cash. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Mitchel Phiffer is a financial advisor with Raymond James Financial in Midland, TX, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He previously worked at AXA Advisors, LLC for 25 years before joining Raymond James and Permian Wealth Management, where he is involved in marketing, sales, and servicing financial products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance.

Paul Cain is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has worked with Cambridge since 2010 and serves as president of Inwest Retirement Solutions, a third-party administrator for qualified retirement plans. Additionally, he is the managing member of FD Texas, LLC, which provides ministerial services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory through independent Financial Professionals using a range of proprietary and third-party investment strategies and multiple platform arrangements.

Erica Guerrero is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Odessa, TX. She has seven years of industry experience, including five years at the University of Texas of the Permian Basin before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Michel is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Texas Tech University and Midland Christian School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to research from its Chief Investment Office and UBS Global Research to tailor investment strategies.

Troy Keel is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Avantax Investment Services, Avantax Insurance Agency, Avantax Advisory Services, and Donald Ruppaner, CPA. He also served in the Greenwood Independent School District for 14 years. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of more than 10,000 independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies.

Dakota Jones is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has a background that includes roles at Texas A&M University and in athletics-related positions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Karl Rundgren is a CFP® professional with 12 years of experience in financial advisory services. He is currently associated with Raymond James Financial and has held roles at VIP Partners and the Van Pearcy Wealth Services Team. Rundgren is also involved with Van Pearcy Financial Services, LP, where he participates in securities trading and client account management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning using various analytical tools and supports a broad network of advisors with specialized programs including municipal and public-finance advisory services.

Carson Ewing is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. His background includes operational and support roles at Frac Spyder LLC, where he serves as COO, and various positions in the food and retail sectors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting by employing risk profiling and analytical tools to support client goals.

Van Echols is a CFP® professional with 31 years of experience, currently affiliated with Mass Mutual Investors Services in Midland, TX. He has been with Mass Mutual Life Insurance Company and MML Investors Services, Inc. since 2000. Outside of his advisory role, Van serves as president and treasurer of the Perry Echols Memorial Scholarship Fund, a nonprofit scholarship organization. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm’s planning engagements involve collaborative annual relationships using firm-approved tools to analyze client goals, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Tina Mobley is a financial advisor at Edward Jones in Odessa, TX, with two years of industry experience. She holds the Series 66 designation and previously worked at Clean Chemistry Inc, Lone Star Instrumentation & Electric Corporation, and RK Pump & Supply. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Arrick is a financial advisor at Raymond James Financial with 33 years of industry experience. He has been with Raymond James and its affiliated entities since 2005 and also owned Arrick Financial Services, Inc., a support company, from 2005 to 2019. He holds Series 63 and Series 66 credentials. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Clayton Dennis is a financial advisor with Primerica Advisors in Odessa, TX, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1991. Outside of his advisory role, he owns an RV park and pursues woodworking as a hobby, creating epoxy river tables. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a wrap-fee structure. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on curated investment models and ongoing oversight.

Lydia Marquez is a financial advisor at UBS Financial Services with two years of industry experience. She holds the Series 66 designation and previously worked for the City of Midland for seven years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans to clients' goals and risk tolerances.